InvestorPortaLPro

Investment management software for private and public firms
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Overview

Overview

Platforms Supported

Platforms Supported

Web Based Web Based
iPhone App iPhone App
Android App Android App
Windows App Windows App

Support Options

Support Options

FAQs FAQs
Online Support Online Support
Phone Support Phone Support

Pricing

Pricing

Starting From

Starting From

N/A
Free Free
Open Source Open Source
Subscription Subscription

Reviews

Reviews

Overall rating Overall rating
Ease of use Ease of use
Value for money Value for money
Customer support Customer support

Features

Features

API API
Accounting Integration Accounting Integration
Accounting Management Accounting Management
Activity Dashboard Activity Dashboard
Ad hoc Analysis Ad hoc Analysis
Administrative Reporting Administrative Reporting
Analytics Analytics
Audit Trail Audit Trail
Balance Sheet Balance Sheet
CRM Integration CRM Integration
Cash Management Cash Management
Client Management Client Management
Client Portal Client Portal
Collaborative Workspace Collaborative Workspace
Compliance Management Compliance Management
Customizable Branding Customizable Branding
Customizable Reporting Customizable Reporting
Data Import Data Import
Data Import/Export Data Import/Export
Data Storage Management Data Storage Management
Data Visualization Data Visualization
Document Automation Document Automation
Document Storage Document Storage
General Ledger General Ledger
Multi-Company Multi-Company
Order Management Order Management
Performance Metrics Performance Metrics
Pipeline Reports Pipeline Reports
Predictive Analytics Predictive Analytics
Reporting & Statistics Reporting & Statistics
Secure Data Storage Secure Data Storage
Self Service Portal Self Service Portal
Summary Reports Summary Reports
Third Party Integration Third Party Integration
Visual Analytics Visual Analytics

Integrations

Integrations

Box Box
DocuSign DocuSign
Dropbox Business Dropbox Business
Google Drive Google Drive
HubSpot CRM HubSpot CRM
Microsoft Azure Microsoft Azure
Microsoft Excel Microsoft Excel
Microsoft OneDrive Microsoft OneDrive
Microsoft Outlook Microsoft Outlook
QuickBooks Online QuickBooks Online